Institutional Ownership Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK). We have compiled data on the 2,288 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $39.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
13,810
shares
|
$3.2 Million
0.32% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
13,744
shares
|
$3.19 Million
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
13,722
shares
|
$3.18 Million
0.91% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
13,680
shares
|
$3.17 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,601
shares
|
$3.15 Million
1.04% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
13,397
shares
|
$3.1 Million
0.31% of portfolio
|
Q2 2024
Added 810.74%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
13,378
shares
|
$3.1 Million
1.2% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,299
shares
|
$3.08 Million
0.11% of portfolio
|
Q2 2023
Reduced 7.02%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,297
shares
|
$3.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
13,285
shares
|
$3.08 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
13,254
shares
|
$3.07 Million
1.99% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
13,246
shares
|
$3.07 Million
0.25% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
13,240
shares
|
$3.07 Million
0.47% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,146
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
13,098
shares
|
$3.04 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
13,093
shares
|
$3.03 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,026
shares
|
$3.02 Million
0.1% of portfolio
|
Q2 2024
Added 7.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
13,024
shares
|
$3.02 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
13,017
shares
|
$3.02 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
12,960
shares
|
$3 Million
0.22% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,901
shares
|
$2.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 37.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,901
shares
|
$2.99 Million
0.32% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
12,891
shares
|
$2.99 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
12,885
shares
|
$2.99 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
12,833
shares
|
$2.97 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.18%
|